Nonprofit · EIN 33-0757151
THE FOUNDATION OF LAGUNA WOODS VILLAGE
Tax-exempt · LAGUNA WOODS, CA 92654
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,267,956 | $473,731 | $794,225 | $3,280,992 | $0 | $3,280,992 |
| December 31, 2024 | 990 | $368,946 | $299,619 | $69,327 | $2,356,864 | $0 | $2,356,864 |
| December 31, 2023 | 990 | $1,687,174 | $317,683 | $1,369,491 | $2,225,703 | $0 | $2,225,703 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,167,000
- Program service revenue
- $0
- Investment income
- $95,806
- Other revenue
- $5,150
Expenses
- Grants and similar amounts paid
- $448,744
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,350
- Program services (functional)
- $448,744
- Management and general (functional)
- $24,987
Balance sheet and other
- Total assets, start of year
- $2,356,864
- Total assets, end of year
- $3,280,992
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,280,992
- Gross receipts
- $1,267,956
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1997
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY SHEINWOLD JD | President Trustee or director, Officer | 10 | $0 |
| MARGOT GILISON | Vice President Trustee or director, Officer | 10 | $0 |
| JOEL GOLDSTEIN PHD | Vice President Trustee or director, Officer | 10 | $0 |
| SHARON PHILLIPS | Treasurer Trustee or director, Officer | 10 | $0 |
| ANNE LLEWELLYN | Secretary Trustee or director, Officer | 10 | $0 |
| CHRISTINE COLLINS | Director Trustee or director | 5 | $0 |
| DEBRA DAVID PhD | Director Trustee or director | 5 | $0 |
| DIANE LEVIN | Director Trustee or director | 5 | $0 |
| GAEL MCPHERSON POST | Director Trustee or director | 5 | $0 |
| ALISON BOK | Director Trustee or director | 5 | $0 |
| ILENE MUNZINGER MA | Director Trustee or director | 5 | $0 |
| MOLLY BYOCK | Director Trustee or director | 5 | $0 |
| JANET SU | Director Trustee or director | 5 | $0 |
| CANDACE TYSDAL | Director Trustee or director | 5 | $0 |
| BETH PERAK PhD | Director Trustee or director | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD LUDLUM | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY SHEINWOLD JD | President Trustee or director, Officer | 5 | $0 |
| MARGOT GILISON | Vice President Trustee or director, Officer | 5 | $0 |
| JOEL GOLDSTEIN PHD | Vice President Trustee or director, Officer | 5 | $0 |
| SHARON PHILLIPS | Treasurer Trustee or director, Officer | 5 | $0 |
| ANNE LLEWELLYN | Secretary Trustee or director, Officer | 5 | $0 |
| CHRISTINE COLLINS | Director Trustee or director | 5 | $0 |
| DEBRA DAVID PhD | Director Trustee or director | 5 | $0 |
| DIANE LEVIN | Director Trustee or director | 5 | $0 |
| GAEL MCPHERSON POST | Director Trustee or director | 5 | $0 |
| BRENDA MOORE | Director Trustee or director | 5 | $0 |
| ILENE MUNZINGER MA | Director Trustee or director | 5 | $0 |
| GAIL ROY | Director Trustee or director | 5 | $0 |
| JANET SU | Director Trustee or director | 5 | $0 |
| CANDACE TYSDAL | Director Trustee or director | 5 | $0 |
| BETH PERAK PhD | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcy Sheinwold JD | President Trustee or director, Officer | 5 | $0 |
| Margot Gilison | Vice President Trustee or director, Officer | 5 | $0 |
| Joel Goldstein PhD | Vice President Trustee or director, Officer | 5 | $0 |
| Sharon Phillips | Director Trustee or director | 5 | $0 |
| Anne Llewellyn MBA | Secretary Trustee or director, Officer | 5 | $0 |
| Burt Baum PhD | Director Trustee or director | 5 | $0 |
| Christine Collins | Director Trustee or director | 5 | $0 |
| Debra David PhD | Director Trustee or director | 5 | $0 |
| CC Lee PhD | Director Trustee or director | 5 | $0 |
| Pearl Lee | Director Trustee or director | 5 | $0 |
| Diane Levin | Director Trustee or director | 5 | $0 |
| Gael McPherson Post | Director Trustee or director | 5 | $0 |
| Joan Grampp | Director Trustee or director | 5 | $0 |
| Gail Roy | Director Trustee or director | 5 | $0 |
| Beth Perak PhD | Director Trustee or director | 5 | $0 |
| Pat Leftwich | Treasurer Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3279, LAGUNA WOODS, CA 92654-3279
- In care of
- % CHARLES LITTLE
- Signed the 990
- SHARON PHILLIPS, Treasurer
- Phone
- (949) 268-2246
- Return prepared by
- Miles and Miles CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0757151 or by the name THE FOUNDATION OF LAGUNA WOODS VILLAGE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
A charitable organization dedicated to helping residents of Laguna Woods Village by providing temporary financial and emergency assistance for individuals in need as well as funding life-enhancing programs for our community
Program accomplishments
- IN 2025, THE FOUNDATION OF LAGUNA WOODS VILLAGE ASSISTED PEOPLE IN THE LAGUNA WOODS VILLAGE COMMUNITY WITH EMERGENCY NEEDS FOR FOOD, UTILITIES, DAY CARE, HOME HEALTH CARE, HEARING AIDS, MEALS ON WHEELS & TRANSPORTATIONExpenses $448,744
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0757151
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80Z)
- Assets (IRS master file)
- $3,280,992
- Income (IRS master file)
- $1,267,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,267,956 | $473,731 | $3,280,992 | XML |
| 990 | December 2024 | $368,946 | $299,619 | $2,356,864 | IRS |
| 990 | December 2023 | $1,687,174 | $317,683 | $2,225,703 | XML |
| 990 | December 2022 | $218,174 | $231,919 | $842,789 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0757151).
Questions about THE FOUNDATION OF LAGUNA WOODS VILLAGE
- What is the EIN of THE FOUNDATION OF LAGUNA WOODS VILLAGE?
- The employer identification number (EIN) of THE FOUNDATION OF LAGUNA WOODS VILLAGE is 33-0757151.
- Is THE FOUNDATION OF LAGUNA WOODS VILLAGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE FOUNDATION OF LAGUNA WOODS VILLAGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FOUNDATION OF LAGUNA WOODS VILLAGE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE FOUNDATION OF LAGUNA WOODS VILLAGE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FOUNDATION OF LAGUNA WOODS VILLAGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of THE FOUNDATION OF LAGUNA WOODS VILLAGE?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does THE FOUNDATION OF LAGUNA WOODS VILLAGE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,267,956, expenses of $473,731 and total assets of $3,280,992 at year end.
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